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Bellwether Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bellwether Advisors’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Buy
3,933
+303
+8% +$28.9K 0.06% 135
2026
Q1 		$321K Sell
3,630
-359
-9% -$32.7K 0.05% 128
2025
Q4 		$357K Sell
3,989
-680
-15% -$60.5K 0.06% 98
2025
Q3 		$412K Buy
4,669
+291
+7% +$24.8K 0.07% 100
2025
Q2 		$365K Buy
4,378
+965
+28% +$75.5K 0.06% 93
2025
Q1 		$261K Sell
3,413
-56
-2% -$4.36K 0.05% 107
2024
Q4 		$266K Buy
3,469
+710
+26% +$55.6K 0.05% 115
2024
Q3 		$218K Buy
+2,759
New +$210K 0.04% 115
2023
Q2 		– Sell
-2,214
Closed -$141K – 104
2023
Q1 		$141K Sell
2,214
-617
-22% -$38.5K 0.04% 141
2022
Q4 		$169K Buy
2,831
+226
+9% +$13.4K 0.05% 126
2022
Q3 		$144K Buy
2,605
+191
+8% +$11.6K 0.05% 110
2022
Q2 		$144K Buy
2,414
+908
+60% +$57.8K 0.05% 125
2022
Q1 		$103K Buy
+1,506
New +$104K 0.03% 154
2021
Q2 		– Sell
-904
Closed -$60K – 424
2021
Q1 		$60K Buy
904
+27
+3% +$1.78K 0.02% 161
2020
Q4 		$56K Buy
+877
New +$53.6K 0.02% 159

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bellwether Advisors's AOA Position: Q2 2026 in Review

Bellwether Advisors increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 8.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 3,933 shares worth $384K. The position accounts for 0.06% of the portfolio, ranked #135.

Bellwether Advisors first reported a position in AOA in Q4 2020 and has held it in 15 quarters since. The position peaked at $412K in Q3 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Bellwether Advisors held 3,933 shares of iShares Core 80/20 Aggressive Allocation ETF worth $384K as of Q2 2026.
  • Bellwether Advisors bought 303 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $28.9K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 0.06% of Bellwether Advisors's portfolio in Q2 2026, its #135 holding.
  • Bellwether Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2020 and has held it in 15 quarters since.
  • Bellwether Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $412K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.